Cerity Partners
NET icon

Cerity Partners’s Cloudflare NET Stock Holding History

Cerity Partners’s Portfolio NET Stock Details NET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.2M Buy
66,107
+18,409
+39% +$4.03M 0.02% 554
2026
Q1 		$9.84M Buy
47,698
+16,997
+55% +$3.24M 0.01% 699
2025
Q4 		$6.05M Sell
30,701
-2,835
-8% -$600K 0.01% 844
2025
Q3 		$7.2M Buy
33,536
+6,005
+22% +$1.23M 0.01% 719
2025
Q2 		$5.39M Buy
27,531
+6,363
+30% +$924K 0.01% 768
2025
Q1 		$2.39M Buy
21,168
+2,489
+13% +$330K ﹤0.01% 1035
2024
Q4 		$1.9M Buy
18,679
+263
+1% +$25.7K ﹤0.01% 1128
2024
Q3 		$1.49M Buy
18,416
+13,885
+306% +$1.12M ﹤0.01% 1222
2024
Q2 		$375K Sell
4,531
-3,645
-45% -$294K ﹤0.01% 1690
2024
Q1 		$792K Buy
8,176
+375
+5% +$34K ﹤0.01% 1383
2023
Q4 		$649K Buy
+7,801
New +$546K ﹤0.01% 1159
2022
Q1 		– Sell
-1,573
Closed -$209K – 1052
2021
Q4 		$209K Buy
+1,573
New +$264K ﹤0.01% 918

Other funds holding NET

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's NET Position: Q2 2026 in Review

Cerity Partners increased its Cloudflare (NET) stake by 39% in Q2 2026, buying an estimated $4.03M and bringing the position to 66,107 shares worth $16.2M. The position accounts for 0.02% of the portfolio, ranked #554.

Cerity Partners first reported a position in NET in Q4 2021 and has held it in 12 quarters since. 1,223 funds tracked by Wall St. Rank hold NET as of Q2 2026.

  • Cerity Partners held 66,107 shares of Cloudflare worth $16.2M as of Q2 2026.
  • Cerity Partners bought 18,409 Cloudflare shares in Q2 2026, an estimated $4.03M.
  • Cloudflare made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #554 holding.
  • Cerity Partners first reported a position in Cloudflare in Q4 2021 and has held it in 12 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Cloudflare as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.